ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,471 | -3.7% | 512 | 0.0% | 0.00% | – |
| Q2 2023 | $130,294 | +8.1% | 512 | 0.0% | 0.00% | – |
| Q1 2023 | $120,530 | +9.2% | 512 | +2.4% | 0.00% | – |
| Q4 2022 | $110,340 | -99.9% | 500 | 0.0% | 0.00% | – |
| Q3 2022 | $103,520,000 | -5.5% | 500 | -0.8% | 0.00% | – |
| Q2 2022 | $109,565,000 | +415.6% | 504 | +522.2% | 0.00% | – |
| Q1 2022 | $21,252,000 | -96.5% | 81 | -96.2% | 0.00% | -100.0% |
| Q4 2021 | $599,122,000 | -13.5% | 2,159 | -53.5% | 0.00% | -50.0% |
| Q3 2017 | $692,510,000 | +102.8% | 4,639 | +95.7% | 0.00% | +100.0% |
| Q2 2017 | $341,471,000 | +2.9% | 2,371 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $331,703,000 | +5.2% | 2,371 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $315,296,000 | – | 2,371 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |